Rachael Tolliver

Financial Assistant at TOPS Software
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Contact Information
us****@****om
(386) 825-5501
Location
New Port Richey, Florida, United States, US

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Bio

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Financial Assistant
      • Jun 2020 - Present

  • Richard Commons CPA
    • Clearwater,FL
    • Association Accountant
      • Jun 2018 - Jun 2020

    • United States
    • Accounting
    • Bookkeeper
      • Jul 2017 - Apr 2018

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Bookkeeper
      • Aug 2016 - Jul 2017

    • Bookkeeper
      • Jun 2015 - Jul 2016

      *Programs Used- Tenant Files, Quickbooks, Bank Websites, Microsoft Excel, Email, Microsoft Word, Notepager, MLS *Maintain financial records for over 300 rental properties *Reconcile and balance accounts *Setup new accounts, enter information in Tenant Files program, Accept security deposits *Set up escrow accounts for tenant’s security deposits *Process payments and deposit them into the bank *Maintain company books for tenant security deposits, owner reserve funds, and… Show more *Programs Used- Tenant Files, Quickbooks, Bank Websites, Microsoft Excel, Email, Microsoft Word, Notepager, MLS *Maintain financial records for over 300 rental properties *Reconcile and balance accounts *Setup new accounts, enter information in Tenant Files program, Accept security deposits *Set up escrow accounts for tenant’s security deposits *Process payments and deposit them into the bank *Maintain company books for tenant security deposits, owner reserve funds, and monthly payments *Process invoices and payments for vendors and sub contractors *Disburse rental proceeds to owner using automatic deposit, in bank deposit and via mail. *Issue owner statements when requested. *Prepare excel spread sheets for property managers to prepare them for court *Review tenant account balances *Filing monthly bills, leases, amendments, W9’s, 1099s, *Corresponding with owners and tenants about their accounts *Answer phones and use notepager to send messages to property managers and sales agents *List properties in MLS for sale and for rent and in CREST for sale *Get deposits ready for earnest money deposits *Keep record for a community Home Owners Association Show less *Programs Used- Tenant Files, Quickbooks, Bank Websites, Microsoft Excel, Email, Microsoft Word, Notepager, MLS *Maintain financial records for over 300 rental properties *Reconcile and balance accounts *Setup new accounts, enter information in Tenant Files program, Accept security deposits *Set up escrow accounts for tenant’s security deposits *Process payments and deposit them into the bank *Maintain company books for tenant security deposits, owner reserve funds, and… Show more *Programs Used- Tenant Files, Quickbooks, Bank Websites, Microsoft Excel, Email, Microsoft Word, Notepager, MLS *Maintain financial records for over 300 rental properties *Reconcile and balance accounts *Setup new accounts, enter information in Tenant Files program, Accept security deposits *Set up escrow accounts for tenant’s security deposits *Process payments and deposit them into the bank *Maintain company books for tenant security deposits, owner reserve funds, and monthly payments *Process invoices and payments for vendors and sub contractors *Disburse rental proceeds to owner using automatic deposit, in bank deposit and via mail. *Issue owner statements when requested. *Prepare excel spread sheets for property managers to prepare them for court *Review tenant account balances *Filing monthly bills, leases, amendments, W9’s, 1099s, *Corresponding with owners and tenants about their accounts *Answer phones and use notepager to send messages to property managers and sales agents *List properties in MLS for sale and for rent and in CREST for sale *Get deposits ready for earnest money deposits *Keep record for a community Home Owners Association Show less

    • Paralegal/Legal Assistant
      • May 2010 - Nov 2014

      *Programs Used: Microsoft Word, Excel, Outlook., Adobe, Quickbooks, Lexis Nexis *Handled legal documents for appeals, disabilities, wills, power of attorney, divorces, child custody *Schedule legal meetings and appointments *File client documents, correspondence, pleadings, etc. *I daily work with Microsoft Office, Word, Excel and Outlook as well as Adobe and QuickBooks *Manage payroll, create invoices, log billing *Implemented new software to help the business run more… Show more *Programs Used: Microsoft Word, Excel, Outlook., Adobe, Quickbooks, Lexis Nexis *Handled legal documents for appeals, disabilities, wills, power of attorney, divorces, child custody *Schedule legal meetings and appointments *File client documents, correspondence, pleadings, etc. *I daily work with Microsoft Office, Word, Excel and Outlook as well as Adobe and QuickBooks *Manage payroll, create invoices, log billing *Implemented new software to help the business run more efficiently and cut costs on many of the office expenses *Prepared lawyer for court hearings *Order office supplies *Draft and manage correspondence with clients and other lawyers *Maintain schedules/calendars *Proofread and revise legal documents *Conduct legal research *Correspond with clients via email, telephone and mail Show less *Programs Used: Microsoft Word, Excel, Outlook., Adobe, Quickbooks, Lexis Nexis *Handled legal documents for appeals, disabilities, wills, power of attorney, divorces, child custody *Schedule legal meetings and appointments *File client documents, correspondence, pleadings, etc. *I daily work with Microsoft Office, Word, Excel and Outlook as well as Adobe and QuickBooks *Manage payroll, create invoices, log billing *Implemented new software to help the business run more… Show more *Programs Used: Microsoft Word, Excel, Outlook., Adobe, Quickbooks, Lexis Nexis *Handled legal documents for appeals, disabilities, wills, power of attorney, divorces, child custody *Schedule legal meetings and appointments *File client documents, correspondence, pleadings, etc. *I daily work with Microsoft Office, Word, Excel and Outlook as well as Adobe and QuickBooks *Manage payroll, create invoices, log billing *Implemented new software to help the business run more efficiently and cut costs on many of the office expenses *Prepared lawyer for court hearings *Order office supplies *Draft and manage correspondence with clients and other lawyers *Maintain schedules/calendars *Proofread and revise legal documents *Conduct legal research *Correspond with clients via email, telephone and mail Show less

    • United States
    • Retail Office Equipment
    • 700 & Above Employee
    • Print Manager
      • Aug 2004 - Apr 2007

      Managed a multi-skilled team of 7 people responsible for the creation and oversight of customer projects. I maintained weekly & monthly budgets, tracked trends and ensured our team consistently met budget and sales goals, at times doubling our monthly goals. I understood our hardware capabilities and characteristics and performed troubleshooting and repairs, when possible, and contacted outside assistance whenever the repair required technical repair. This equipment included… Show more Managed a multi-skilled team of 7 people responsible for the creation and oversight of customer projects. I maintained weekly & monthly budgets, tracked trends and ensured our team consistently met budget and sales goals, at times doubling our monthly goals. I understood our hardware capabilities and characteristics and performed troubleshooting and repairs, when possible, and contacted outside assistance whenever the repair required technical repair. This equipment included printers, copiers, wide format machines, computers and networking components. I was in charge of maintaining supply inventory, reorder points, automated electronic ordering, store transfers and budgeting of copy center supplies. Implemented software and hardware upgrades to copy center equipment. Developed functional procedures relating to customer requests, company standards, hardware characteristics and capabilities. I created documents, booklets, pamphlets, brochures, power points, document design, flyers, posters and business cards for many different business and individual customers. I assisted with the retail sales of the store, I helped with customer service and running the cash registers. I attended monthly regional management meeting. At the meetings we would discuss ways to make the centers better, increase sales volume, create more publicity and ways to improve our overall business. We used several different computer technologies such as Microsoft Word, Publisher, Excel, Power Point, Works, Adobe, AS-400 and the UPS business systems. I would help ensure the accountability and accuracy of store inventory for any audits. I kept extensive records and logs of jobs, dates, schedules, employees and inventory. Show less Managed a multi-skilled team of 7 people responsible for the creation and oversight of customer projects. I maintained weekly & monthly budgets, tracked trends and ensured our team consistently met budget and sales goals, at times doubling our monthly goals. I understood our hardware capabilities and characteristics and performed troubleshooting and repairs, when possible, and contacted outside assistance whenever the repair required technical repair. This equipment included… Show more Managed a multi-skilled team of 7 people responsible for the creation and oversight of customer projects. I maintained weekly & monthly budgets, tracked trends and ensured our team consistently met budget and sales goals, at times doubling our monthly goals. I understood our hardware capabilities and characteristics and performed troubleshooting and repairs, when possible, and contacted outside assistance whenever the repair required technical repair. This equipment included printers, copiers, wide format machines, computers and networking components. I was in charge of maintaining supply inventory, reorder points, automated electronic ordering, store transfers and budgeting of copy center supplies. Implemented software and hardware upgrades to copy center equipment. Developed functional procedures relating to customer requests, company standards, hardware characteristics and capabilities. I created documents, booklets, pamphlets, brochures, power points, document design, flyers, posters and business cards for many different business and individual customers. I assisted with the retail sales of the store, I helped with customer service and running the cash registers. I attended monthly regional management meeting. At the meetings we would discuss ways to make the centers better, increase sales volume, create more publicity and ways to improve our overall business. We used several different computer technologies such as Microsoft Word, Publisher, Excel, Power Point, Works, Adobe, AS-400 and the UPS business systems. I would help ensure the accountability and accuracy of store inventory for any audits. I kept extensive records and logs of jobs, dates, schedules, employees and inventory. Show less

    • Education Administration Programs
    • 1 - 100 Employee
    • Print Room Attendant
      • Dec 2004 - Apr 2005

      As Print Room Attendant it was my duty was to run the print room, organize paperwork printed by students and file accordingly. There was one room the entire school printed to so I had to separate, file and disburse any files that were printed. I would trouble shoot, maintain and repair the printers when they broke down or needed any preventative or corrective maintenance. I ran the front office when needed. I would answer phones, transfer calls, greet potential students and hand out… Show more As Print Room Attendant it was my duty was to run the print room, organize paperwork printed by students and file accordingly. There was one room the entire school printed to so I had to separate, file and disburse any files that were printed. I would trouble shoot, maintain and repair the printers when they broke down or needed any preventative or corrective maintenance. I ran the front office when needed. I would answer phones, transfer calls, greet potential students and hand out brochures; I would answer emails and forward them to the correct departments. I assisted in the NOC when needed. I would help set up new computers, install network components, and repair or rerun wires to classrooms. I helped out in the library. I would answer phones, help students with locating books or other publications needed to do research and other projects. Show less As Print Room Attendant it was my duty was to run the print room, organize paperwork printed by students and file accordingly. There was one room the entire school printed to so I had to separate, file and disburse any files that were printed. I would trouble shoot, maintain and repair the printers when they broke down or needed any preventative or corrective maintenance. I ran the front office when needed. I would answer phones, transfer calls, greet potential students and hand out… Show more As Print Room Attendant it was my duty was to run the print room, organize paperwork printed by students and file accordingly. There was one room the entire school printed to so I had to separate, file and disburse any files that were printed. I would trouble shoot, maintain and repair the printers when they broke down or needed any preventative or corrective maintenance. I ran the front office when needed. I would answer phones, transfer calls, greet potential students and hand out brochures; I would answer emails and forward them to the correct departments. I assisted in the NOC when needed. I would help set up new computers, install network components, and repair or rerun wires to classrooms. I helped out in the library. I would answer phones, help students with locating books or other publications needed to do research and other projects. Show less

Education

  • ECPI Technical College
    Associates Degree, Network
    2004 - 2006
  • Penn Foster
    Paralegal Diploma, Paralegal
    2011 - 2012

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